SFBay Financial

(649 reviews)

UPDATE (July 2026): After posting my original review, the…read morefirm reached out to discuss my experience in detail. We had several conversations, and I appreciated that they took the time to listen to my concerns and work toward a resolution that I felt was fair. My original review still reflects my experience during the engagement, and I stand by the concerns I raised regarding communication, continuity, and quality control. However, I also believe it's important that my review reflects the complete experience. Because the firm took my concerns seriously and made a genuine effort to address them, I'm updating both my written review and my star rating. I've also agreed to a future tax planning consultation and will evaluate whether to continue working with the firm next year. If I do, I requested that my engagement be handled by the tax professional who ultimately finalized my return after it was escalated, or someone with a similar level of experience, and the firm agreed to honor that request. I'll update this review again after that experience so future clients can see how it compares. ORIGINAL (June 2026): I hired Dimov because I wanted more than tax preparation, I wanted a long-term CPA relationship for my growing business. During my initial consultation, I clearly explained my two priorities: evaluating our R&D expenses and discussing an inventory write-off strategy. Those were the primary reasons I hired the firm. George was very responsive before payment. After I became a client, however, I was handed off repeatedly. Over the course of my engagement, I worked with EIGHT different team members and had to continually re-explain my business, priorities, and previously submitted information. It felt like no one truly owned my engagement from beginning to end. The process took over three months to complete. Just to name a few issues: - My return was placed on extension without anyone proactively informing me that the original filing deadline would not be met. - The two primary issues I hired the firm to evaluate, R&D and inventory, were both initially overlooked. - I paid separately for an R&D consultation, yet the R&D analysis was not included in my draft return. - After I questioned why the R&D was missing, it was added to the return. However, when I reviewed the revised return, I questioned the analysis itself. The preparer assigned to it acknowledged he wasn't experienced with the R&D credit, and the matter had to be escalated to someone with more expertise before it was completed correctly. - A California LLC tax payment I had already made, and previously notified the firm about, was omitted until I caught it. - I spent weeks following up for updates and often received little or no meaningful response. When communication broke down, I copied George on multiple emails and also reached out to him directly. I never received a response, which was disappointing since he was the person I initially engaged with and who understood my goals. To the firm's credit, every issue I raised was eventually corrected. However, those corrections came only after I identified the problems myself. Had I simply signed the original drafts, several important items would have been omitted or reflected incorrectly. If you're looking for basic tax preparation and are comfortable reviewing every detail yourself, your experience may be different. I was looking for proactive tax planning, guidance, and confidence that my return had been thoroughly reviewed. Unfortunately, I didn't receive that experience.

Dave did an outstanding job on our return!…read more We used them for several years. Dimov tax did great work.

Jutta Reichert Associates

(16 reviews)

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

BookSoEasy

(16 reviews)

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Gill Tax Group

(6 reviews)

Called Gill Tax Group after being ghosted by my previous accountant. Just a month before taxes due…read moreGill took me on as a client and had my taxes completed and filed within a few weeks. Seamless process with a super useful app, very timely chat responses and answered questions. I kept forgetting to upload documents and they redid things a few times for me very patiently. Definitely a great experience, knowledgeable staff and easy process (even offers direct bank withdrawal and deposit!). Thank you!!!

This was my first time visiting this location to have my small business taxes prepared, and I…read morecouldn't be more pleased with the experience. From the moment I walked in, I was warmly greeted by an amazing staff who guided me through the entire process with professionalism and care. Everything was well-organized, straightforward, and incredibly simple, making what is usually a stressful task feel effortless. Diviya was present at the time, and she was exceptionally kind and understanding. Her team--Melissa, Shayna, and Katelyn--were all incredibly attentive, ensuring that every step was smooth and stress-free. Their professionalism and dedication truly set this place apart. If you're looking for a reliable and hassle-free tax preparation service, I highly recommend this location. A well-deserved 10/10

Flex Tax and Consulting Group

(166 reviews)

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Tax Break-ers

(98 reviews)

Raymond from Tax Breakers has done my taxes for six years (or more) and I should have written this…read morereview before. He has always been responsive - often within the same day. He often (so far always) has my return back to me for my review within two days from the last document and answered questions. He works crazy hours. I think their prices are fair for the services. Raymond has also helped me figure out estimated tax payments during the year that I hadn't considered.

Austin has helped my father and I with our taxes during the pandemic. He took the time to explain…read moreall pages and answered all my questions. A very thorough person that genuinely wants to help you make the best of your tax situation. I would not hesitate to reach out to Austin and the team at Tax Break-ers for all your tax needs!

Robert Ricco, CPA

(9 reviews)

Here is your yearly reminder to ditch your current accountant and switch to Rob!…read more It's crazy for me to feel like I'm his one and only client when I'm certain he has so many others, but he sure does know how to make me feel like he's got all the time in the world to answer what I am sure are the most annoyingly ignorant tax questions while he is in the midst of busy season! If you want responsive, thorough and professional help, he's your guy' another year in the books and this time he even rushed a couple of back filings that I screwed up before I found him. He's a gem!

Robert Ricco is the man! My returns were fast even right before the deadline, made sense, and he…read moreanswered all my questions well. I'm very impressed.

Tony Quach & Co. CPA

(93 reviews)

I've cycled through a few tax professionals over the years to help with my returns, so I am very…read morethankful to have found Tony. He is incredibly knowledgeable, but moreover, he takes the time to explain things, and patiently answers questions without "nickel & diming" me. Tony is the consummate professional and overall good person. Great staff as well.

Tony , Eric and their team are extremely helpful, responsible and friendly. They are very…read moreknowledgeable and dedicated.

BOL Global

4.3

(83 reviews)

Ben and Sophorn have done our taxes for nearly 15 years now. And in those 15 years they've managed…read morecomplexities beautifully - from California taxes, nyc, federal and even expat taxes (fbar etc). They've kept us up with all rebates and benefits we can apply for as we married and had kids I trust Ben and his team and highly recommend him.

We have used BOL for two years and decided after last year it wasn't for us. The first year we had…read morean alright experience with Gary but weren't able to get comprehensive answers for the questions we had around real estate. The next year we were essentially assigned to someone else because who we saw previously was no longer accepting new clients...but we weren't new. Reaching whoever they assign you to work with is nearly impossible. After an initial apt weeks went by for very basic things and I was calling or emailing every few days in a panic as the deadline to file quickly approached. Eventually an extension had to be requested when all needed documents had been completed in Feb. The back and forth email and call correspondence was time consuming and ridiculous. We kept having to reach out to check the status and after weeks would get a response to schedule yet another appointment. Not personable, not friendly, poor communication. They likely take on too many clients because they care about profit over people.

Kimura Lowell G CPA

3.9

(7 reviews)

Very professional and friendly with tax preparation, done in a timely matter…read more Never need to question the work they do.

i knew mr. kimura some 40 years over the time he asked me if i could lend himmoney since the…read morebusiness was bad but he had his whole family 4-5 people working there the sum he is owing me today is 219 000 on the note he signed for which he pays me 5 % interest it was agreed on 6 % but he said he has no money, he was allays crying when it came to money and raising his fees at the end it was $ 900 for a simple tax return when i went to some body else they charged me $ 250.- one time i had asked him to pay me back the loan he started crying that he will have to declare bankruptcy since the bank will not give him any money as he has no security, if i insist on the bay back, bud he lied he has properties and plenty of security then i had a stroke and i requested the money back from him, since i needed it from that day on i did not hear anymore from him. but his mean daughter wrote and told me i was very rude and in considered it was only her who answered anymore since then somebody had made my taxes with him and he charged them $ 2800,- and since he paid only interest the balance should have been as the loan $ 219 000 but all of a sudden it was around 138 000. witch means he finally had the opportunity of cheating swindling steeling from me around $ 60 000 this is the real kimura a man i knew 40 years i now have to sue and report to the I R S and i hope they will take his licence away and then hes crying will be real i wishing him the worst there is !!

Lynda Bookkeeping

(7 reviews)

Working with Lynda has been a pleasure. My small business was complex and growing quickly at the…read moresame time. She deligently kept up on my books and provided excellent added value as we grew. As we move into our next phase (buy out), I feel very thankful to have work with Lynda and hope to stay in touch into the future.

I thoroughly enjoyed the training sessions conducted by Lynda, along with the extra support that…read morehelped enhance my bookkeeping and QuickBooks skills. Currently, I am managing the books independently and feel confident reconciling the accounts. Thank you, Maureen M

Melissa Fong, CPA

(110 reviews)

Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

Moskowitz LLP

3.5

(220 reviews)

Very good tax attorneys that are responsive and dependable. Great at filing and lowering tax…read moreliability with their negotiating skills

I have been a client of Moskowitz LLP for a few years now. I have received lots of help, great…read moreadvice and legal services from them. One person in particular, I have to thank for her help especially is Ms. Carey. She has so much knowledge and patience. I also want to give thanks to two other people who have made my experience great, they are Mary and Travis. Thank you for all that you do and continue to do. I really appreciate their time.

Tax Break-ers

(98 reviews)

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Stephen F.

11 years ago

I started using SFBay Financial a few years back for my bar in San Francisco. They've been experts at both my bookkeeping & Quickbooks Maintenance, but also as our Controller as we develop our business moving forward. I'm glad that I spoke with Scott about their higher level services because I was originally just looking for someone to do my books and have my CPA assist with the higher level stuff. They do it all and have multiple tiers of service. Friendly, helpful, and crew that would easily grab a beer with you after work. They also hooked me up with my lawyer, ADP for payroll, new CPA, and a great Web Developer. Highly highly recommend these awesome accountants for bookkeeping. And ask about Business Development and Controller tasks too. read more

Naomi C.

12 years ago

These Bookkeepers have been helping me with my small business for several years now and I couldn't imagine how I would get by with out them. They are friendly, knowledgeable, and easy to get a hold of if I ever have a question. I've worked with several of their associates now and each one has been a class act and really care about how my business is doing and make a point to come and meet with me to review stuff at the end of the year. And my accountant likes them, so I know there doing good work. I've referred them to several people in my networking group and they have all been happy with their services too. read more

Kelli F.

10 years ago

This review is for Briana Gokay! She is incredibly efficient, kind, and professional. Our non-profit Everybody Dance Now!, went through a lot of administrative changes this year, and Briana was beyond patient with our transitions... she actually took time to help create more effective financial systems with our team. We are so grateful for her energy. Definitely recommend SF Bay and Briana! read more

tracy b.

11 years ago

There are many controller services in San Francisco, but very few that are true pros. My experience with Jenny Rachor-Dowd and the entire SF Bay Financial crew has been nothing short of excellent! Their attention to detail and utmost professionalism has far exceeded my expectations, which is no easy task. read more

Megan W.

10 years ago

I am a very small business and these guys were amazing! They were super helpful, highly-detailed, and very knowledgable. SF Bay Financial worked with my schedule, budget, and current organizational system to make everything as easy as possible. Two thumbs up! read more

DeLeigh T.

10 years ago

SF Bay has been looking after our accounting for the past few months. I have been working with Anne-Marie. She is very responsive to all my emails, has helped streamline our processes. A great experience so far, and highly recommended. read more

Melanie H.

11 years ago

Best service at reasonable fees. Scott and his team go the extra mile and really care about serving their clients. I highly recommend SF Bay Financial for your bookkeeping/accounting needs! read more

Carter T.

12 years ago

Great service and great team! Been working with them for over a year. Give them a call!

SFBay Financial - accountants - Updated August 2026

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I am a Real Estate Professional & have been working with Dale from Apex Bookkeeping since we filed…read moreour 2010 tax returns. Holy smokes.... honest to God, Dale is *totally* THE BEST!!!!! I love him & love what working with him has done for our business...and, if you are serious about getting your finances in order & delegating out to a true professional; I think you will love him, too. :) He seriously knows his stuff & kicks some serious a**. He reconciles my accounts on a monthly basis & gives me back precious time so that I can go & do what I am good at: Sell Real Estate & network up a storm! Now that we have hired Dale, I finally LOVE talking about our finances. It has taken the weight of the world off of my shoulders & he has created HUGE peace of mind for us. *sigh* SO HAPPY!! He is worth every penny & is one of the best investments I have ever made in my business. The return on my investment is off the charts! Dale has changed my life & business... no joke! Need I say more? Please feel free to reach out to me if you have any questions at all... or just pick up the phone (or ping him with an email). You will thank yourself later! :)

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Hager Accounting

(5 reviews)

I was searching through yelp and found here even though not many review was there I tried to…read morecontact them and they did really great works for me. Firstly, the yelp address is not correct (just in case you want to be at the office).They located near USF. Secondly, Sabrina and her co workers are fantastic!!! They are so friendly, helpful and fast response so you can trust them. I highly recommend any concern of tax issue. They do really great jobs. Thank you Hager Accounting!!!

AMAZING!!! Sabrina and her staff are the best period!! They are on top of it, and they have kept me…read moreon track and saved me alot of money over the years! Highly recommend!

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Called regarding some basic information about the company and was told by the representative on the…read morephone that they didn't have time for my questions and didn't have time for me quite rudely. I normally like to leave positive things about places but your basic Customer service here is lacking BIG time!

Tony Quach & Co. CPA